Waycross Partners

Waycross Partners as of March 31, 2026

Portfolio Holdings for Waycross Partners

Waycross Partners holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 7.8 $81M 466k 174.40
Alphabet Cap Stk Cl A (GOOGL) 6.9 $72M 251k 287.56
Microsoft Corporation (MSFT) 6.1 $63M 171k 370.17
Apple (AAPL) 6.0 $62M 245k 253.79
Amazon (AMZN) 5.5 $58M 276k 208.27
Goldman Sachs (GS) 4.5 $48M 56k 845.99
Meta Platforms Cl A (META) 4.3 $45M 79k 572.13
Broadcom (AVGO) 3.6 $38M 121k 309.51
Boeing Company (BA) 3.6 $38M 188k 199.03
Abbvie (ABBV) 3.4 $36M 166k 217.49
Mastercard Incorporated Cl A (MA) 3.4 $36M 72k 499.66
Citigroup Com New (C) 3.3 $35M 306k 113.41
Honeywell International (HON) 3.2 $34M 150k 226.03
Lowe's Companies (LOW) 3.2 $33M 140k 236.28
Procter & Gamble Company (PG) 3.0 $32M 221k 144.44
Sherwin-Williams Company (SHW) 2.9 $30M 95k 320.55
Marsh & McLennan Companies (MRSH) 2.9 $30M 172k 173.45
Ingersoll Rand (IR) 2.8 $29M 365k 80.12
Delta Air Lines Com New (DAL) 2.7 $28M 418k 66.48
Ecolab (ECL) 2.6 $27M 102k 266.02
Intuitive Surgical Com New (ISRG) 2.3 $24M 53k 460.99
Nxp Semiconductors N V (NXPI) 2.3 $24M 120k 196.86
Intuit (INTU) 1.9 $20M 47k 432.38
Carlisle Companies (CSL) 1.8 $19M 56k 333.62
McDonald's Corporation (MCD) 1.8 $19M 60k 310.79
Becton, Dickinson and (BDX) 1.8 $18M 117k 157.23
Boston Scientific Corporation (BSX) 1.6 $17M 268k 62.75
Advanced Micro Devices (AMD) 1.0 $11M 54k 203.43
American Express Company (AXP) 0.9 $9.6M 32k 302.48
Servicenow (NOW) 0.8 $8.8M 84k 104.55
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.6M 16k 99.27
Caterpillar (CAT) 0.1 $1.2M 1.8k 708.46
Exxon Mobil Corporation (XOM) 0.1 $1.0M 6.0k 169.66
Nike CL B (NKE) 0.1 $909k 17k 52.82
Lockheed Martin Corporation (LMT) 0.1 $876k 1.5k 604.39
Gilead Sciences (GILD) 0.1 $799k 5.7k 139.37
Amgen (AMGN) 0.1 $792k 2.3k 351.85
Deere & Company (DE) 0.1 $777k 1.4k 563.30
Pepsi (PEP) 0.1 $688k 4.4k 155.29
JPMorgan Chase & Co. (JPM) 0.1 $661k 2.2k 294.16
Entergy Corporation (ETR) 0.1 $654k 5.8k 112.36
Danaher Corporation (DHR) 0.1 $616k 3.3k 189.60
Raytheon Technologies Corp (RTX) 0.1 $608k 3.2k 192.90
American Electric Power Company (AEP) 0.1 $548k 4.2k 131.08
Phillips 66 (PSX) 0.1 $540k 3.0k 182.18
Colgate-Palmolive Company (CL) 0.0 $511k 6.0k 85.23
Nextera Energy (NEE) 0.0 $501k 5.4k 92.88
Wal-Mart Stores (WMT) 0.0 $497k 4.0k 124.28
Edison International (EIX) 0.0 $495k 6.8k 73.18
Cisco Systems (CSCO) 0.0 $471k 6.1k 77.59
Key (KEY) 0.0 $456k 23k 20.05
Southern Company (SO) 0.0 $455k 4.7k 96.52
Xcel Energy (XEL) 0.0 $441k 5.6k 79.44
Truist Financial Corp equities (TFC) 0.0 $438k 9.5k 45.97
Johnson & Johnson (JNJ) 0.0 $416k 1.7k 244.44
Consolidated Edison (ED) 0.0 $408k 3.6k 113.18
Chevron Corporation (CVX) 0.0 $407k 2.0k 206.90
Duke Energy Corp Com New (DUK) 0.0 $401k 3.1k 130.94
Fifth Third Ban (FITB) 0.0 $398k 8.6k 46.46
Cme (CME) 0.0 $397k 1.3k 295.35
Target Corporation (TGT) 0.0 $383k 3.2k 121.20
FirstEnergy (FE) 0.0 $377k 7.4k 50.66
Us Bancorp Com New (USB) 0.0 $365k 7.0k 52.01
Verizon Communications (VZ) 0.0 $326k 6.5k 50.20
Merck & Co (MRK) 0.0 $301k 2.5k 120.29
Bristol Myers Squibb (BMY) 0.0 $276k 4.6k 60.65
Prudential Financial (PRU) 0.0 $269k 2.8k 97.69
Philip Morris International (PM) 0.0 $268k 1.6k 165.34
Kimberly-Clark Corporation (KMB) 0.0 $267k 2.8k 96.47
Abbott Laboratories (ABT) 0.0 $256k 2.5k 102.67
Kraft Heinz (KHC) 0.0 $203k 9.0k 22.49
ConAgra Foods (CAG) 0.0 $159k 10k 15.72
Mondelez Intl Cl A (MDLZ) 0.0 $96k 1.7k 57.64
Altria (MO) 0.0 $86k 1.3k 65.99
Viatris (VTRS) 0.0 $21k 1.6k 13.51
Organon & Co Common Stock (OGN) 0.0 $3.3k 550.00 5.99